# Trustees Of Nys Teamsters Conference DB Plan
Source: https://planprovider.pro/companies/trustees-of-nys-teamsters-conference-plan

> Trustees Of Nys Teamsters Conference&#39;s DB plan: 9,102 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Trustees Of Nys Teamsters Conference

- **Sponsor EIN:** 166063585

- **Sponsor Address:** PO BOX 4928, SYRACUSE, NY, 132214928

- **Plan Type:** DB

- **Total Participants:** 9,102

- **Total Assets:** $2.8B

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** No

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|9,102|$2.8B|$155.3M|$0|

| 2023|9,522|$2.8B|$169.7M|$0|

| 2022|10,056|$3.1B|$172.6M|$0|

## Service Providers (Schedule C)

Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).

| Provider Name|
Role|
Direct Compensation|
Indirect Compensation|
Total Fees|

| PARAVATI, KARL, GREEN & DEBELLA, AT|NONE|$1,540,165|—|$1,540,165|

| HORIZON ACTUARIAL|NONE|$606,099|—|$606,099|

| ONEGROUP, INC.|NONE|$422,443|—|$422,443|

| LOOMIS SAYLES & COMPANY|NONE|$325,082|—|$325,082|

| STATE STREET GLOBAL ADVISORS|NONE|$296,411|—|$296,411|

| JEFFREY HELLER|NONE|$280,431|—|$280,431|

| MORGAN, LEWIS & BOCKIUS|NONE|$273,143|—|$273,143|

| FIDUCIARY COUNSELORS, INC|NONE|$246,061|—|$246,061|

| MEKETA INVESTMENT GROUP|NONE|$234,892|—|$234,892|

| GROOM LAW GROUP|NONE|$192,569|—|$192,569|

| KENNETH STILWELL|NONE|$184,094|—|$184,094|

| COHEN, WEISS AND SIMON LLP|NONE|$170,750|—|$170,750|

| DAWN MAY|NONE|$121,665|—|$121,665|

| JENNIFER PARAVATI|NONE|$115,805|—|$115,805|

| JOSEPH SALERNO|NONE|$109,980|—|$109,980|

| MARISSA SALERNO|NONE|$89,777|—|$89,777|

| TIMOTHY RICH|NONE|$87,285|—|$87,285|

| D'ARCANGELO & CO., LLP|NONE|$86,030|—|$86,030|

| JENNIFER RUBADO|NONE|$83,288|—|$83,288|

| THOMAS NANNA|NONE|$82,514|—|$82,514|

| SAGE DUNN|NONE|$81,689|—|$81,689|

| MARK CHILDS|NONE|$80,355|—|$80,355|

| ALEXANDER CONNOLLY|NONE|$80,316|—|$80,316|

| RUSSELL MORREALE|NONE|$76,152|—|$76,152|

| JOHN TIERNEY|NONE|$75,475|—|$75,475|

| MA POLCE CONSULTING, INC.|NONE|$74,694|—|$74,694|

| KRISTIN ALLEN|NONE|$71,653|—|$71,653|

| PAULA CURRO|NONE|$67,964|—|$67,964|

| BARBARA ACEY|NONE|$65,460|—|$65,460|

| MICHELLE DEEMER|NONE|$64,143|—|$64,143|

| DENISE GOMEZ|NONE|$63,995|—|$63,995|

| KIM CUNNINGHAM|NONE|$60,145|—|$60,145|

| ROSEMARY INSALACO|NONE|$59,968|—|$59,968|

| BRYNN DAVIS|NONE|$52,072|—|$52,072|

| AMY LEVEA|NONE|$47,489|—|$47,489|

| SIRIUS COMPUTER SOLUTIONS|NONE|$46,510|—|$46,510|

| CHARLES MARTIN|NONE|$46,266|—|$46,266|

| PENSION BENEFIT INFORMATION, LLC|NONE|$39,692|—|$39,692|

| IMMEDIATE MAILING SERVICE|NONE|$34,090|—|$34,090|

| SANDRA CARTER|NONE|$30,816|—|$30,816|

| HONEYWELL|NONE|$30,702|—|$30,702|

| CORPORATE MAINTENANCE SYSTEMS|NONE|$30,605|—|$30,605|

| WILLIAM ARNAULT|NONE|$30,365|—|$30,365|

| IRON MOUNTAIN|NONE|$19,284|—|$19,284|

| NORTHLAND COMMUNICATIONS|NONE|$19,206|—|$19,206|

| SULLIVAN, HAZELTINE, ALLINSON|NONE|$19,098|—|$19,098|

| EVANGUARD SOLUTIONS, INC|NONE|$15,000|—|$15,000|

| ALIX PARTNERS LLP|NONE|$14,212|—|$14,212|

| WB MASON COMPANY|NONE|$12,915|—|$12,915|

| LIFE STATUS 360, LLC|NONE|$12,539|—|$12,539|

| TOSHIBA FINANCIAL SERVICES|NONE|$11,783|—|$11,783|

| C.R. FLETCHER TEMPS|NONE|$11,236|—|$11,236|

| INSIGHT DIRECT USA, INC.|NONE|$10,175|—|$10,175|

| LANPHEAR LANDSCAPES, INC|NONE|$9,558|—|$9,558|

| AMTRUST NORTH AMERICA|NONE|$8,628|—|$8,628|

| SHRED-IT USA LLC|NONE|$6,869|—|$6,869|

| GEORGE HARRIGAN|NONE|$5,874|—|$5,874|

| FRESCHE SOLUTIONS USA CORP|NONE|$5,840|—|$5,840|

| QUADIENT LEASING USA, INC|NONE|$5,767|—|$5,767|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [JEFFREY HELLER](https://planprovider.pro/provider/charles-schwab-and-co-inc) — NONE

- [MORGAN, LEWIS & BOCKIUS](https://planprovider.pro/provider/meyer-unkovic-and-scott-llp) — NONE

- [GROOM LAW GROUP](https://planprovider.pro/provider/groom-law-group) — NONE

- [KENNETH STILWELL](https://planprovider.pro/provider/charles-schwab-and-co-inc) — NONE

- [DAWN MAY](https://planprovider.pro/provider/charles-schwab-and-co-inc) — NONE

- [JENNIFER PARAVATI](https://planprovider.pro/provider/charles-schwab-and-co-inc) — NONE

- [JOSEPH SALERNO](https://planprovider.pro/provider/charles-schwab-and-co-inc) — NONE

- [MARISSA SALERNO](https://planprovider.pro/provider/charles-schwab-and-co-inc) — NONE

- [TIMOTHY RICH](https://planprovider.pro/provider/charles-schwab-and-co-inc) — NONE

- [D'ARCANGELO & CO., LLP](https://planprovider.pro/provider/darcangelo-and-co-llp) — NONE

- [JENNIFER RUBADO](https://planprovider.pro/provider/charles-schwab-and-co-inc) — NONE

- [THOMAS NANNA](https://planprovider.pro/provider/charles-schwab-and-co-inc) — NONE

- [SAGE DUNN](https://planprovider.pro/provider/charles-schwab-and-co-inc) — NONE

- [MARK CHILDS](https://planprovider.pro/provider/charles-schwab-and-co-inc) — NONE

- [ALEXANDER CONNOLLY](https://planprovider.pro/provider/charles-schwab-and-co-inc) — NONE

- [RUSSELL MORREALE](https://planprovider.pro/provider/charles-schwab-and-co-inc) — NONE

- [JOHN TIERNEY](https://planprovider.pro/provider/charles-schwab-and-co-inc) — NONE

- [KRISTIN ALLEN](https://planprovider.pro/provider/charles-schwab-and-co-inc) — NONE

- [PAULA CURRO](https://planprovider.pro/provider/charles-schwab-and-co-inc) — NONE

- [BARBARA ACEY](https://planprovider.pro/provider/charles-schwab-and-co-inc) — NONE

- [MICHELLE DEEMER](https://planprovider.pro/provider/charles-schwab-and-co-inc) — NONE

- [DENISE GOMEZ](https://planprovider.pro/provider/charles-schwab-and-co-inc) — NONE

- [KIM CUNNINGHAM](https://planprovider.pro/provider/charles-schwab-and-co-inc) — NONE

- [ROSEMARY INSALACO](https://planprovider.pro/provider/charles-schwab-and-co-inc) — NONE

- [BRYNN DAVIS](https://planprovider.pro/provider/charles-schwab-and-co-inc) — NONE

- [AMY LEVEA](https://planprovider.pro/provider/charles-schwab-and-co-inc) — NONE

- [CHARLES MARTIN](https://planprovider.pro/provider/charles-schwab-and-co-inc) — NONE

- [SANDRA CARTER](https://planprovider.pro/provider/charles-schwab-and-co-inc) — NONE

- [WILLIAM ARNAULT](https://planprovider.pro/provider/charles-schwab-and-co-inc) — NONE

- [GEORGE HARRIGAN](https://planprovider.pro/provider/charles-schwab-and-co-inc) — NONE

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $7,047,084

- **Estimated Expense Ratio:** 0.249% of plan assets

### Historical Administrative Expenses

Breakdown of administrative expense categories reported on Form 5500 filings.

| Year|
Total Admin Expenses|
Investment Mgmt Fees|
Contract Admin Fees|
IQPA Audit Fees|
Professional Fees|

| 2024|$14,788,725|$6,623,025|—|$86,030|—|

| 2023|$15,014,874|$7,844,763|—|$86,711|—|

| 2022|$16,950,953|$9,028,316|—|—|$3,072,451|

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